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Best financial advisors in Glenwood, NY

Registered advisers within 25 miles of Glenwood, NY.

Offices
278
Firms
91
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
1.70M
1,704,273 clients when Item 5C has a number
Avg / client
$6.51M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
PARK AVENUE SECURITIES LLC
MAIN LINE CAPITAL MANAGEMENT LLC
FINISH LINE WEALTH MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SILVER GROVE ADVISORY SERVICES
FOCUS PARTNERS WEALTH, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MORGAN STANLEY

Investors

DOUGLAS WILLIAM LAFAY
Craig D LaFay
JENNIFER LYNN WARREN
JAMES ROBERT MERENICK
Timothy Ebsary
James Kenyon Anderson
Michael Patrick Donahue
John R Donnelly
BRUCE D HYMAN
NICHOLAS STEPHEN DIRIENZO
DARYL MATTHEW OAR
Richard Joseph Hulburd
Holden Thomas Borrelli
MILENDA SUE KILBY
MARK EARL WOODWARD
SCOTT ROBERT UEBELHOER
CONOR GERARD CASEY
MICHAEL JOHN BRUNO
JEFFREY EDWARD KAMIEN
ANDREW JAMES SWARTWOUT
Tucker T Hanson
Yanina Hart
JENNIFER MARIE LOPEZ
MARK JOSEPH STEVENS
DAVID RAYMOND STROMECKI
JOHN LOUIS LICATA
JAMES FREDERICK JOSEPH
THOMAS G ROBERTSON
LISY PENA
JAMES MICHAEL SANDS
Alexander Brian Zdrowak

Within 25 miles of Glenwood, NY, Best Investors lists 91 registered investment advisory firms with 278 offices nearby, managing about $11.1T in combined regulatory AUM across 1,704,273 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Glenwood

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM